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61 results found

  1. 1099 - Add Mailing Address to Report

    58 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anna Wagner supported this idea  · 

  2. Login As --Removes user's existing login

    269 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  3. Fund Advisor Options - Donations and Grants Emails

    41 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Anna Wagner commented  · 

    Love this idea!

    Anna Wagner supported this idea  · 

  4. Flag Duplicate Addresses

    28 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anna Wagner supported this idea  · 

  5. Dedupe by address and also by "similar" name.

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anna Wagner supported this idea  · 

  6. Profile Duplicates- Lower Percentage Match

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anna Wagner supported this idea  · 
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    Anna Wagner commented  · 

    Totally agree! Other software has options for a "fuzzy" matching that takes into account a certain % of variance in a match. It's easier to say "this isn't a duplicate" with false positives from a fuzzy match than having to hunt through 1,000's of profiles to find duplicates that aren't populating on the duplicate list.

  7. Duplicate Grants

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anna Wagner supported this idea  · 

  8. Impact Investing: revenue share

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Anna Wagner supported this idea  · 

  9. Revenue Share Deposits - Impact Investment Interest Income

    16 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Anna Wagner supported this idea  · 

  10. Edit a Pledge

    24 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anna Wagner commented  · 

    Yes, please! Also, linking an unposted donation should not automatically adjust a pledge. It amplifies these types of messy issues.

    Anna Wagner supported this idea  · 

  11. Donor Portal Financials - Only Allow Reporting on Closed Periods

    111 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner shared this idea  · 

  12. Google Translate Display

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner shared this idea  · 

  13. online donations creating new profiles each time

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Anna Wagner supported this idea  · 

  14. Donation Portal: Filter/Search Funds

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner commented  · 

    We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups or some type of filtering is difficult, especially since fund names aren't always super clear as to the type of fund.

    Something similar to the nonprofit directory being able to sort by something designated by the foundation (for us it would be fund group, but it sounds like others have different needs, so having that able to be customized would be ideal).

    Anna Wagner supported this idea  · 

  15. Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner supported this idea  · 

  16. I would like to group the promoted funds by fund type like the legacy donation protal.

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner commented  · 

    Same. We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups is difficult.

    If adding the grouping isn't available, could this be added as a sort function? Similar to the nonprofit directory being able to sort by type.

    Anna Wagner supported this idea  · 

  17. Giving Hub Customization - Radio Buttons

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner supported this idea  · 

  18. Link opportunity to a pledge

    28 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Anna Wagner supported this idea  · 

  19. Multifund Invoices

    26 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Anna Wagner supported this idea  · 

  20. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Anna Wagner commented  · 

    This is definitely needed. If you change any fund and then run a report for an earlier period, you have to manually edit the report info, which is not good for data integrity or consistency of presentation. Relying on a person to remember that a certain number of funds changed groups or subgroups after a certain period and then change what is generated from the system is not a reliable way to create reports, especially if you've had turnover.

    Anna Wagner supported this idea  · 
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